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CIK 0001317802 • 6 13F filings • May 6, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $202K | 0.1% | 1,609 SH | New |
| ALPHABET INC | CAP STK CL A | $2.6M | 2.0%Prev: 1.6% | 8,464 SH | Increased-2 SH |
| ALPHABET INC | CAP STK CL C | $4.4M | 3.3%Prev: 3.1% | 14,080 SH | Increased-1,938 SH |
| AMGEN INC | COM | $249K | 0.2%Prev: 0.2% | 762 SH | Increased |
| AMPLIFY ETF TR | AMPLIFY JUNIOR S | $660K | 0.5%Prev: 0.4% | 23,850 SH | Increased |
| ANTERO MIDSTREAM CORP | COM | $2.1M | 1.6%Prev: 1.9% | 118,740 SH | Decreased-4,000 SH |
| APPLE INC | COM | $3.9M | 2.9%Prev: 2.9% | 14,321 SH | Increased-104 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $212K | 0.2% | 198 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $765K | 0.6%Prev: 0.6% | 1,522 SH | Decreased |
| BONDBLOXX ETF TRUST | IR M TAXAWARE | $280K | 0.2%Prev: 0.2% | 5,500 SH | Increased+1,500 SH |
| BROADCOM INC | COM | $1.9M | 1.4%Prev: 1.5% | 5,600 SH | Increased |
| CATERPILLAR INC | COM | $229K | 0.2% | 400 SH | New |
| DELL TECHNOLOGIES INC | CL C | $5.4M | 4.0%Prev: 4.9% | 42,930 SH | Decreased-650 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $2.2M | 1.6%Prev: 2.1% | 28,249 SH | Decreased+1,863 SH |
| FIRST TR EXCH TRADED FD III | CALIF MUN INCM | $542K | 0.4%Prev: 0.3% | 11,000 SH | Increased+3,000 SH |
| GENERAC HLDGS INC | COM | $1.9M | 1.4%Prev: 1.8% | 14,070 SH | Decreased+690 SH |
| GLOBAL X FDS | 1-3 MONTH T-BILL | $11.3M | 8.4%Prev: 8.3% | 112,465 SH | Increased+8,010 SH |
| GLOBAL X FDS | GLBL X MLP ETF | $2.4M | 1.8%Prev: 2.0% | 50,160 SH | Decreased-1,500 SH |
| GLOBAL X FDS | GLOBAL X SILVER | $422K | 0.3%Prev: 0.2% | 5,000 SH | Increased+1,000 SH |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $2.8M | 2.1% | 53,890 SH | New |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $4.6M | 3.4%Prev: 4.8% | 67,325 SH | Decreased+390 SH |
| HOME DEPOT INC | COM | $436K | 0.3%Prev: 0.4% | 1,266 SH | Decreased+106 SH |
| HONEYWELL INTL INC | COM | $276K | 0.2%Prev: 0.2% | 1,416 SH | Decreased+100 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | $5.1M | 3.8%Prev: 4.1% | 63,780 SH | Decreased-1,770 SH |
| INVESCO QQQ TR | UNIT SER 1 | $409K | 0.3%Prev: 0.5% | 665 SH | Decreased-384 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $391K | 0.3%Prev: 0.3% | 3,900 SH | Decreased |
| MARVELL TECHNOLOGY INC | COM | $1.1M | 0.8%Prev: 0.9% | 13,250 SH | Increased+5 SH |
| MICROSOFT CORP | COM | $2.9M | 2.2%Prev: 2.5% | 6,023 SH | Decreased |
| NEOS ETF TRUST | NEOS S&P 500 HI | $353K | 0.3%Prev: 0.2% | 6,720 SH | Increased+1,280 SH |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | $228K | 0.2%Prev: 0.2% | 1,122 SH | Increased |
| NEXTERA ENERGY INC | COM | $1.9M | 1.4%Prev: 1.4% | 23,340 SH | Increased |
| NVIDIA CORPORATION | COM | $9.0M | 6.7%Prev: 7.3% | 48,226 SH | Decreased-887 SH |
| PROGRESSIVE CORP | COM | $2.2M | 1.6% | 9,750 SH | New |
| QUALCOMM INC | COM | $3.1M | 2.3%Prev: 2.4% | 18,047 SH | Increased+100 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.8M | 3.5%Prev: 3.5% | 174,170 SH | Increased+14,505 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $207K | 0.2% | 1,440 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | $337K | 0.2% | 19,187 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $205K | 0.2%Prev: 0.2% | 340 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $14.9M | 11.1% | 268,838 SH | New |
| SPRING VY ACQUISITION CORP I | UNIT 09/04/2030 | $179K | 0.1%Prev: 0.1% | 17,400 SH | Increased |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $12.0M | 8.9%Prev: 8.6% | 363,845 SH | Increased-330 SH |
| TRX GOLD CORPORATION | COM | $62K | 0.0%Prev: 0.0% | 66,900 SH | Increased |
| USA RARE EARTH INC | COM | $592K | 0.4%Prev: 0.9% | 49,760 SH | Decreased-13,060 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $5.1M | 3.8%Prev: 3.7% | 59,451 SH | Increased-1,152 SH |
| VANECK ETF TRUST | INDIA GROWTH LDR | $4.9M | 3.6%Prev: 3.7% | 106,480 SH | Increased+1,703 SH |
| VANECK ETF TRUST | PREFERRED SECURT | $788K | 0.6%Prev: 0.6% | 44,630 SH | Decreased |
| VANECK MERK GOLD ETF | GOLD SHS | $6.0M | 4.5%Prev: 4.2% | 144,690 SH | Increased+1,400 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $8.1M | 6.0%Prev: 2.1% | 164,555 SH | Increased+111,160 SH |
| 13F-HR |
| 0001317802-26-000003 |
| $146.4M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004099 | $115.1M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001317802-26-000002 | $140.0M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002637 | $95.2M | View |